See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,695 | $89,753+259.5% | $107,525+200.1% | $84,808+280.5% |
| Participation rate | 87.2% | 68.1%+19.1pp | 75.1%+12.1pp | 68.3%+18.9pp |
| Annual return | 16.62% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,423 | $3,113+9.9% | $3,754-8.8% | $2,631+30.1% |
| Participant deferral / active EE | $9,940 | $4,056+145.1% | $5,116+94.3% | $4,212+136.0% |
| Admin fee / account holder | $13,395 | $7,222+85.5% | $8,919+50.2% | $7,344+82.4% |